The long story.

Four decades, one job: explaining it properly. Here is how Bruce got from a borrowed suit in 1986 to two practices, a podcast and a book.

Delray Beach, Florida

About Bruce

Nearly four decades making hard decisions simple.

Bruce M. Weinstein is a Health Insurance, Financial Wellness and Retirement Protection Strategist with nearly four decades of experience helping individuals and organizations reduce financial stress, strengthen employee wellbeing, and improve long term financial security.

He is the founder of Weinstein Wealth Insurance Solutions and Planman Insurance Solutions, where he works with employers, HR leaders, business owners and professionals to simplify complex decisions around health insurance, Medicare, retirement planning, long term care, life insurance and income protection.

Bruce began his career at Merrill Lynch, building a foundation in financial planning and wealth management before dedicating his work to the increasingly complex healthcare and retirement landscape. Today he is known for translating overwhelming financial topics into practical strategies people can understand, trust and act on immediately.

1986In financial services since

2Firms founded, Weinstein Wealth and Planman

90Episodes hosting Ask The Planman

25States the practice is licensed in

The long story

Four decades, one job: explaining it properly.

1986

Started in financial services. Robyn started the same year on the Wall Street side, working alongside a CFO and comptroller.

2016

Robyn joined the practice, took her life and health licences, and is now licensed in twenty five states and certified on the federal marketplace.

2022

Ask The PlanMan began. Bi-weekly episodes, real guests, and eventually Mark Victor Hansen of Chicken Soup for the Soul in the chair opposite.

2026

Solving for X is published, and the first live seminar season begins.

Bruce and Robyn Weinstein — Bruce and Robyn, Delray Beach

Off the clock

Fourteen rescue dogs, three sons and a standing wine reservation.

Robyn and I have opened the house to fourteen senior rescue dogs over the years. Right now that means two boxers, Nikki and Cooper, who have strong opinions about my recording schedule.

Our three sons scattered in three directions. Josh runs Maverick Media up in Myrtle Beach, Matt is chasing Broadway in New York, and Matt Baratta came out of FAU and manages a hotel in Fort Lauderdale.

Senior dog rescue Boxers named Nikki and Cooper Wine tasting Travel Delray Beach

Where the actual work happens

One person, two practices.

This site is where I write, record and answer questions. When you need someone licensed to actually sit down and sort your coverage out, that happens at one of these two.

Planman Insurance

Health coverage, Medicare, marketplace and group plans. Run alongside Robyn, who is licensed in twenty five states and certified on the federal marketplace.

Visit Planman

Weinstein Wealth

Life, long term care, disability, annuities and the longer arc of retirement and estate planning. Over forty carriers behind the advice.

Visit Weinstein Wealth